India, Sept. 28 -- There is plenty for equity investors to keep an eye on right now. Oil prices, geopolitics, interest rates and foreign flows can all move the market in the short term. But underneath that noise, earnings, domestic investment and the capex cycle are still shaping where fund managers are looking for opportunities.

Investor behaviour is changing as well. SIP inflows have continued through volatile periods, more investors are coming in from outside the large cities and domestic money now has a much bigger presence in the market.

So, what does the current setup look like from a fund manager's desk?

Sumit Bhatnagar, CIO - Equity, LIC Mutual Fund Asset Management Ltd., speaks about the areas he is watching, the case for bein...